Investment Management
Our investment management approach is designed to support your highest aspirations. Through a customized process, we can prepare and execute your goals-based investment strategy with a focus on:
- Customized Investment Policy Statement: Alignment of time horizon, risk tolerance and goals
- Evidence-Based Investing: A long-term investment strategy based on empirical data and diversification
- Portfolio Structure: Asset allocation and location
- Underlying Investments: Public and private market offerings
- Investment Cost, Tax Efficiency and Liquidity
Wealth Advisory
Business Consulting and Exit Planning
Our business consulting and exit planning services cater to forward-looking business owners and entrepreneurs. While you focus on the day-to-day operations of your business, we provide comprehensive advice and guidance in key areas including:
- Corporate Retirement Plans (Defined Benefit, Defined Contribution, Nonqualified Deferred Compensation)
- Business Banking and Credit Strategy
- Mergers & Acquisitions
- Exit Planning (Financial Buyer, Strategic Buyer and ESOP)
Wealth Enhancement
Our approach is centered on maximizing the tax efficiency of your financial life. Whether working with one of our in-house accountants or coordinating with your own, our wealth enhancement process includes:
- After-Tax Portfolio Analysis
- Business Entity Taxation
- Liquidity Event Planning
Wealth Transfer
Our goal is to identify and facilitate the most tax-efficient strategies for passing assets to your future generations while providing education and counseling to support them throughout the process. Whether collaborating with our in-house estate attorneys or coordinating with your own, our wealth transfer process includes the following services:
- Next Generation Financial Education
- Essential Estate Planning (Living Trust, Will, Power of Attorney, Advanced Health Care Directives, etc.)
- Credit-Shelter Trusts
- Self-Cancelling Installment Notes
- Generation-Skipping Trusts
- Estate Tax-Focused Life Insurance
Wealth Protection
Our goal is to identify and facilitate the most tax-efficient strategies for passing assets to your future generations while providing education and counseling to support them throughout the process. Whether collaborating with our in-house estate attorneys or coordinating with your own, our wealth transfer process includes the following services:
- Next Generation Financial Education
- Essential Estate Planning (Living Trust, Will, Power of Attorney, Advanced Health Care Directives, etc.)
- Credit-Shelter Trusts
- Self-Cancelling Installment Notes
- Generation-Skipping Trusts
- Estate Tax-Focused Life Insurance
Charitable Giving
Our charitable giving services are designed to help maximize your philanthropic impact through tax-efficient, charitable vehicles and gifting strategies. Some of our services include:
- Private Foundation Creation and Management
- Donor-Advised Funds
- Charitable Remainder Trusts and Charitable Lead Trust
Financial Professional Network Management
This service starts with a clear understanding of your financial needs and priorities. We then employ our consultative approach to assemble a network of experts that fit your needs and complement your existing professional advisors, including:
- Accountant/CPA
- Estate Attorney
- Investment Banker
- Business CFO
- Insurance Broker
- Bookkeeper
Asset allocation, diversification and other investment strategies cannot ensure a profit or protect against loss in a declining market. Investing involves risk, including the potential loss of principal. There is no guarantee that any investment or planning strategy will be successful.